MidWestOne Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.3M	Sell	5,281 -473	-8%	-$116K	0.14%	133
2025 Q3	$1.39M	Sell	5,754 -215	-4%	-$49.3K	0.17%	125
2025 Q2	$1.29M	Sell	5,969 -48	-0.8%	-$9.66K	0.17%	130
2025 Q1	$1.2M	Sell	6,017 -181	-3%	-$39.3K	0.17%	130
2024 Q4	$1.37M	Sell	6,198 -69	-1%	-$15.7K	0.19%	111
2024 Q3	$1.38M	Buy	6,267 +118	+2%	+$25.3K	0.19%	117
2024 Q2	$1.25M	Sell	6,149 -150	-2%	-$30.3K	0.23%	116
2024 Q1	$1.32M	Sell	6,299 -1	-0%	-$199	0.24%	113
2023 Q4	$1.26M	Buy	6,300 +795	+14%	+$142K	0.24%	102
2023 Q3	$973K	Sell	5,505 -2,521	-31%	-$473K	0.22%	120
2023 Q2	$1.5M	Buy	8,026 +503	+7%	+$89.7K	0.33%	78
2023 Q1	$1.34M	Buy	7,523 +305	+4%	+$56.2K	0.3%	81
2022 Q4	$1.26M	Buy	7,218 +547	+8%	+$97.3K	0.28%	79
2022 Q3	$1.1M	Buy	6,671 +112	+2%	+$20.4K	0.28%	81
2022 Q2	$1.11M	Sell	6,559 -3,538	-35%	-$652K	0.27%	89
2022 Q1	$2.07M	Sell	10,097 -124	-1%	-$25.3K	0.45%	50
2021 Q4	$2.27M	Hold	10,221	–	–	0.48%	41
2021 Q3	$2.24M	Sell	10,221 -70	-0.7%	-$15.5K	0.52%	36
2021 Q2	$2.36M	Sell	10,291 -268	-3%	-$60.3K	0.56%	36
2021 Q1	$2.33M	Hold	10,559	–	–	0.56%	32
2020 Q4	$2.07M	Hold	10,559	–	–	0.57%	34
2020 Q3	$1.58M	Sell	10,559 -553	-5%	-$83.2K	0.52%	41
2020 Q2	$1.59M	Sell	11,112 -886	-7%	-$116K	0.66%	19
2020 Q1	$1.37M	Sell	11,998 -310	-3%	-$46.2K	0.5%	40
2019 Q4	$2.04M	Buy	12,308 +5,595	+83%	+$884K	0.42%	26
2019 Q3	$1.02M	Sell	6,713 -2,458	-27%	-$375K	0.31%	75
2019 Q2	$1.43M	Buy	+9,171	New	+$1.41M	0.39%	56